WIC

Woodmont Investment Counsel Portfolio holdings

AUM $1.52B
1-Year Est. Return 14.1%
This Quarter Est. Return
1 Year Est. Return
+14.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$1.26M
3 +$1.08M
4
WCIC
WCI Communities, Inc.
WCIC
+$868K
5
WELL.PRI
Welltower Inc.
WELL.PRI
+$854K

Top Sells

1 +$1.29M
2 +$1.15M
3 +$1.05M
4
AMLP icon
Alerian MLP ETF
AMLP
+$898K
5
WFC icon
Wells Fargo
WFC
+$822K

Sector Composition

1 Healthcare 10.25%
2 Technology 7.95%
3 Financials 7.64%
4 Industrials 7.28%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$4K ﹤0.01%
+700
477
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150
478
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492
479
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67
480
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102
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482
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5
484
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36
-1,330
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175
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$3K ﹤0.01%
103
487
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91
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75
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163
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191
491
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35
492
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26
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495
$3K ﹤0.01%
175
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498
$3K ﹤0.01%
461
499
$2K ﹤0.01%
25
500
$2K ﹤0.01%
25